There are several requirements common to all levels of membership and affiliation. Everyone who joins the organization must meet the NAPFA definition of Fee-Only. In short, this means that you cannot earn any transaction-based compensation from financial planning related activities.
Commissions of any type from current business and trails or renewal from past business are a couple of examples of prohibited compensation. Additionally, you can't be affiliated with a commission-earning firm like a broker/dealer or insurance agency. Everyone who is currently employed in the financial services profession will be asked to submit Part II and Schedule F of your current Form ADV (or equivalent).